+66.1%
HST vs TRI
-17.7%
+83.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.5% | +6.6% | +0.7% |
| 7D | +2.0% | -7.1% | +9.1% | +2.6% |
| 30D | -5.2% | -2.3% | -2.9% | -5.2% |
| 3M | -6.2% | +19.6% | -25.8% | -8.6% |
| 6M | +20.4% | -8.7% | +29.1% | +21.6% |
| YTD | +30.6% | -22.3% | +52.9% | +37.0% |
| 1Y | +37.4% | -40.7% | +78.0% | +54.8% |
| 3Y | +66.1% | -17.8% | +83.9% | +50.1% |
| All | +66.1% | -17.7% | +83.8% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded TRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling